WealthSource Partners’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

WealthSource Partners’s Portfolio BSJL Stock Details BSJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9,713	Closed	-$224K	–	460
2020 Q4	$224K	Hold	9,713	–	–	0.03%	338
2020 Q3	$223K	Hold	9,713	–	–	0.03%	316
2020 Q2	$220K	Hold	9,713	–	–	0.03%	294
2020 Q1	$215K	Hold	9,713	–	–	0.03%	292
2019 Q4	$240K	Buy	9,713 +489	+5%	+$12K	0.03%	357
2019 Q3	$227K	Sell	9,224 -6,617	-42%	-$163K	0.03%	383
2019 Q2	$391K	Buy	15,841 +1,639	+12%	+$40.5K	0.06%	283
2019 Q1	$351K	Buy	+14,202	New	+$348K	0.08%	229

Other funds holding BSJL

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthSource Partners's BSJL Position: Q1 2021 in Review

WealthSource Partners sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 9,713 shares — an estimated $224K sold.

WealthSource Partners first reported a position in BSJL in Q1 2019 and held it in 8 quarters. The position peaked at $391K in Q2 2019. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

WealthSource Partners reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
WealthSource Partners sold 9,713 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $224K.
WealthSource Partners first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
WealthSource Partners's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $391K in Q2 2019.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.